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Alternative Market Briefing

Otus Capital Management finds new opportunity in European small and mid-caps

Monday, August 31, 2020

Bailey McCann, Opalesque New York:

European stocks have underperformed this year compared to the US, but some managers are looking for and finding new opportunities. London-based Otus Capital Management's Maga Smaller Companies Fund is up 9.66% year to date through May, according to performance information for investors reviewed by Opalesque. The strategy outperformed through March and April's volatility and into the second quarter.

The long/short strategy invests in European small and mid-cap stocks and builds on the work of Andrew Gibbs approach to trading the small end of the market. Gibbs was previously at M&G Investment Management, where he ran the M&G European Smaller Companies Fund. Prior to joining M&G, he held roles at Odey Asset Management and Lazard Brothers Asset Management. At Otus, Gibbs is on a three manager team for the Maga Fund using a combination of fundamental analysis and thematic ideas to construct the portfolio. Gibbs is joined by Roberto Casoni, who was previously Head of European Small / Mid Cap Research for Citigroup in London and Hamish Edsell who was previously with Hauck & Aufhaeuser where he covered German and Austrian equities.

Gibbs tells Opalesque that "small caps have the best opportunity for alpha generation out there. You can be very specific about what it is you want to target in terms of trends and themes."

So far, 2020 has been a big year for finding new trends and themes. As the world adjusted to the rigors of li......................

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